CustomerX + Microsoft Excel
Create or update CustomerX contacts from new rows in Microsoft Excel
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Contact
Create Or Update Contact
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